Project hierarchies

A project represents a temporary endeavor to create a unique product or service. Use Project Ledger to track and manage capital, customer billable, grant funded, or internal projects. Projects are defined in a parent-child hierarchy within a project structure.

You can create multiple project structures, for example, hierarchies or roll-ups. One of the structures must be designated as the “enterprise” structure. The enterprise structure represents the operational view or work breakdown structure for the project. For example, a structure can be created for the project, phase, sub phase, and task. The enterprise structure must include all of the posting projects.

The enterprise structure is the default structure for the reporting basis. Subsequent or alternate structures can be created for reporting. For example, you can create an alternate structure by manager or person responsible, by region or location, by capitalization type, or by project type. Alternate structures are not required for all projects.